Require Default Customer Zip - System Option

X>Utilities>System Options>Order Entry>Order Entry

 Category Required Fields

Type- Can be Global, Assigned or User

Require Zip Code must be set to Y, for this option to be available. With this set to Y, a zip code entry will be required when adding a customer order using the default customer.   With it set to No, orders using the default customer do not have to have a zip code.

This can be especially useful in cases where Cash and Carry is the default customer; it is still possible to track demographic information by requiring the data entry person input a zip code during the order or quote entry process.

In order for the default customer to be entered without a zip code, the default customer should be entered before the option Require Zip Code is turned on.

A.)  It also helps in reporting Demographics and where the store is producing most of its sales (East side of Tuscaloosa or West side of Tuscaloosa).  Ex. Client feels that most of the revenue being generated is from the east side of their city.  However, when running a Demographics report for each zip code, they see that the number of orders being produced is from the east side, but the dollar denominations are being produced from the west side.  This would then help in determining what side the client wants to market to more heavily for future revenue generation.

B.)   If a store does not require cash and carry’s to produce a zip code, then have a customer called “Cash and Carry” with the store’s local address attached.  This will help to reduce the amount of time it takes to enter in a sales order.